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Category: FINANCIAL INSIGHTS

What Is The Difference Between Investment Management And Wealth Management?

Investment management and wealth management – it is easy to be confused by these terms, especially since they are often misrepresented. What do they really mean, what are the key differences, and which might be best for you? What is wealth management? Wealth management looks at an individual’s finances as a whole and how they…
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5 Benefits Of Financial Technology

Financial technology (also referred to as FinTech) is the use of innovative technology to deliver a wide range of financial products and services. It is intended to facilitate the multi-channel, convenient and fast payment experience for the consumer. This type of technology is effective in many different business segments, such as mobile payments, investment management,…
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Podcast Sessions: Step By Step Marketing Funnel Setup Webinar

Build Once, Automate Forever: 30 Minute Step by Step Marketing Funnel Setup Webinar for Everyone. Join Outgrow and Zapier for a fast-paced, actionable session where we’ll show you exactly how to set up a fully automated marketing funnel — from lead capture to follow-up — in just 30 minutes (for any business or industry). Whether…
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Women-Owned Businesses: Here’s How To Take Your Business To The Next Level

If you’ve launched a small business or dream of becoming a business owner, the task may seem daunting. The good news is, helpful resources — and funding sources — are available to support you as you plan, start and grow your business. Here are tips specifically for women and women of color business owners, that…
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Business Line Of Credit Overview: Is A Business Credit Card Right For You? How Can You Apply?

Whether you need money to help with your new business, to purchase equipment, obtain a supply of cash to keep up with ongoing expenses, etc., you can always apply for a business line of credit. Whether or not you will be approved, however, will depend on a number of factors ranging from your credit score…
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Working Capital Loan: Guide To The Different Types Of Working Capital Funding For Businesses

Every business, at some point, requires some form of financial assistance. If you find that you simply need more money to fund your company’s day-to-day operations, then you will want to apply for a working capital loan. The sooner you can get an approval, the better, as this kind of loan helps pay for a…
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Business Lending Companies An Overview Of The SBA, Online Lenders, And Other Options

There are funding solutions for all types of businesses, although the more established businesses in good financial standing have the most options. Business lending companies vary from SBA-associated organizations to “angel investors”. The most common types of lenders are obviously traditional banks, but that might not be the right option for you. If your company…
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Business Capital Loans Info: How To Determine If Your Business Requires Working Capital Funding

Working capital loans can be used to help companies pay for their operational costs. The net capital is also defined as the difference between a business’s current assets and liabilities. It’s the amount of money the company has currently as its disposal to pay for daily and immediate expenses. If you are having trouble meeting…
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Top Financial Tips for Millennials

Are you a millennial who feels overwhelmed trying to manage your finances? Are you getting the most out of your money? Financial literacy is not often taught in schools and they don’t do a great job preparing their graduates to manage their finances. So when you’re out of college and start real life, it can…
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How To Create A Pitch Deck That Stands Out

The pitch deck, also called a pitch slide deck or a slide deck, is often the very first thing you will use when you interact with an investor. It is one of your most important tools in many ways. Your presentation of the pitch deck, along with the content, can assist the investor to decide…
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